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C.H. Robinson Worldwide remains a hold as the freight cycle downturn persists with no clear demand recovery timeline. CHRW's automation-driven cost reductions have improved unit economics and competitive positioning, notably outperforming peers in brokerage gross margin trends. Despite strong cost control, declining revenues and lack of near-term catalysts limit upside, especially with Q1 2026 ...
The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding ...
Dividend Aristocrats underperformed the S&P 500 in 2025, with NOBL returning 6.82% versus SPY's 17.70%. 2026 began strong for Aristocrats, with NOBL gaining 5.67% in January, outpacing SPY's 1.47%. Dividend growth for Aristocrats averaged 5.52% in 2025, but early 2026 increases trend slightly lower, raising questions for the year's outlook.
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